How to resolve Temp_Accounts?


Overview

Temp_ accounts are created when Quicken doesn't "understand" the account data it is receiving from your financial institution. This difference is most commonly Account Number, but may also be a changed account Nickname. Rather than drop the data, it creates a "Temp_" account and populates it with the transaction data it could not properly interpret.

TEMP_ also occurs when there is an interruption in the connection, as can occur on a system experiencing slow performance issues or an intermittent internet connectivity problem.

Solution

  • To resolve and combine:
    1. Open the TEMP_ account to display the register.
      • What if I cannot see the TEMP account?
        Click the dropdown arrow next to the One-Step Update icon (blue circular arrow) on the tool bar and  select One-Step Update and select the Temp Account.
    2. Select All desired transactions and choose to Move them to your current/preferred account register.
      • Tell me more
        Move can be selected from either a right-click on the highlighted transactions OR from the Edit > Transactions menu at the top of the program.


    Note:

    Be very cautious when following the Move step, to prevent getting duplicate transactions. You may want to delete any duplicates from the TEMP_ account before moving them to your existing account.


    Once you have moved the non-duplicates out of the TEMP account, you should be able to Delete that account from your Account List.

  • Validate and Repair
    1. Click File > FIle Operations > Validate and Repair.
    2. Check Validate file.
    3. Click OK.

If the problem persist, contact Quicken support.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.